Bakersfield Estate Planning Lawyer, California, page 2

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David E. Castro
About | Practice Areas
Law Office of David E. Castro
4970 Rocklin Rd Suite 300 Rocklin, CA 95677» view map
Accident & Injury Law
Your Local, Legal Professionals

The Law Office of David E Castro is a multi-specialty law practice that provides compassionate, individualized, and aggressive legal counsel.

800-745-0730
1. David E. Castro Rocklin, CA
  Attorney at Law - CA, 2014
  Florida Coastal School of Law
2. AboutLaw Office of David E. Castro
  Your Local, Legal Professionals
3. Practice AreasExpertise
  Accident & Injury Law
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Includes: Gift Taxation

Duane Henry Henning

Other, Tax, International, Gift Taxation

Status: In Good Standing Licensed: 24 Years

CONTACT

4550 California Ave, Bakersfield, CA 93309

George Douglas Manolakas

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 48 Years

CONTACT

5100 California Ave, Bakersfield, CA 93309

Michael Patrick Mears

Tax, International, Gift Taxation, Misdemeanor

Status: In Good Standing Licensed: 50 Years

CONTACT

5500 Ming Ave, Bakersfield, CA 93309

Kevin C. Findley

Tax, Trusts, Gift Taxation, Criminal

Status: In Good Standing

CONTACT

10000 Stockdale Highway, Bakersfield, CA 93311

Kevin Campbell Findley

Tax, Trusts, Gift Taxation, Employee Rights

Status: In Good Standing Licensed: 45 Years

CONTACT

10000 Stockdale Highway, Bakersfield, CA 93311

Nancy Lorraine Oehler

Trusts, Estate Planning, Wills

Status: In Good Standing Licensed: 29 Years

CONTACT

10000 Stockdale Hwy, Bakersfield, CA 93311

Nancy L. Oehler

Trusts, Estate Planning, Wills

Status: In Good Standing

CONTACT

10000 Stockdale Hwy, Bakersfield, CA 93311

John Vance Magee

International, Gift Taxation, Tax

Status: In Good Standing

CONTACT

10515 Finchley Dr, Bakersfield, CA 93311

Frank Joseph Cicone

International, Trusts, Gift Taxation, Estate

Status: In Good Standing Licensed: 54 Years

CONTACT

5601 Truxtun Ave, Bakersfield, CA 93309

Barry Lee Mccown

Wills, Trusts, Gift Taxation, Tax

Status: Suspended Licensed: 45 Years

CONTACT

8110 Willoughby Ct, Bakersfield, CA 93313

800-923-0641

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LEGAL TERMS

PROVING A WILL

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily sat... (more...)

Convincing a probate court that a document is truly the deceased person's will. Usually this is a simple formality that the executor or administrator easily satisfies by showing that the will was signed and dated by the deceased person in front of two or more witnesses. When the will is holographic -- that is, completely handwritten by the deceased and not witnessed, it is still valid in many states if the executor can produce relatives and friends to testify that the handwriting is that of the deceased.

SURROGATE COURT

See probate court.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

TITLE COMPANY

A company that issues title insurance.

POUR-OVER WILL

A will that 'pours over' property into a trust when the will maker dies. Property left through the will must go through probate before it goes into the trust.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

DEVISEE

A person or entity who inherits real estate under the terms of a will.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SAMPLE LEGAL CASES

Murphy v. Murphy

... The probate court has discretion, circumscribed by the statutory scheme, to order a "substituted judgment" that authorizes a conservator on behalf of a conservatee to take necessary or desirable action to facilitate estate planning, when a reasonably prudent person in the ...

In re Estate of Young

... her lawyer at the time, Dennis Burns. Mr. Burns represented her for 15 years for estate planning purposes and a bankruptcy of one of Young's businesses, Green Thumb Nursery. In the 1991 estate plan, Charles was expressly ...

Chang v. Lederman

... 2. The Law Regarding Liability for Negligence in Estate Planning to Intended or Potential Beneficiaries. ... Nevertheless, the attorney prepared new estate planning documents that fundamentally changed the plan and made a substantial gift to Michael. ...

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Bakersfield Estate Planning Lawyer, California, page 2

Sponsored Law Firm

Law Office of David E. Castro

SPONSORED LAWYERS

Duane Henry Henning

George Douglas Manolakas

Michael Patrick Mears

Kevin C. Findley

Kevin Campbell Findley

Nancy Lorraine Oehler

Nancy L. Oehler

John Vance Magee

Frank Joseph Cicone

Barry Lee Mccown

TIPS

LEGAL TERMS

PROVING A WILL

SURROGATE COURT

TRUSTEE

TITLE COMPANY

POUR-OVER WILL

CERTIFIED COPY

ABSTRACT OF TRUST

DEVISEE

FAILURE OF ISSUE

SAMPLE LEGAL CASES

Murphy v. Murphy

In re Estate of Young

Chang v. Lederman

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